+157.0%
ADI vs DOCS
-21.3%
+178.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.2% |
| 7D | -6.3% | -0.6% | -5.8% | -6.2% |
| 30D | -3.2% | +6.3% | -9.5% | -3.8% |
| 3M | +2.8% | +26.5% | -23.7% | -0.1% |
| 6M | -5.0% | +24.8% | -29.8% | -8.6% |
| YTD | +46.3% | -26.8% | +73.1% | +49.6% |
| 1Y | +71.6% | -38.3% | +109.9% | +79.2% |
| 3Y | +139.2% | +36.0% | +103.1% | +118.8% |
| 5Y | +136.4% | -55.0% | +191.4% | +126.1% |
| All | +157.0% | -21.3% | +178.3% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling